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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,741 | $76,834+7.7% | $108,359-23.6% | $87,485-5.4% |
| Participation rate | 51.1% | 61.7%-10.6pp | 70.1%-19.0pp | 68.9%-17.8pp |
| Annual return | 11.68% | 19.09%-7.4pp | 36.89%-25.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,487 | $3,100+44.7% | $4,137+8.5% | $4,274+5.0% |
| Admin fee / account holder | $6,223 | $6,537-4.8% | $9,741-36.1% | $7,775-20.0% |